Top Portfolio Managements in Greater San Diego Area

Michael Aleles

CEO and Co-Founder

Greater San Diego Area

CEO and Co-Founder

Senior Director, Business Development

Director of Corporate Development

Director, Portfolio Management

Director, Latin America

Director, Intel 64 Fund and Strategic Investment Manager

Business Development Manager, New Business Group

Marketing Manager - MBA Summer Internship

Senior Associate

University of Michigan - Stephen M. Ross School of Business

University of California, Berkeley

Recommendations: 7

Venture Capital

Emerging Markets

Mobile

International Business

Business Strategy

Entrepreneur

Start-ups

Business Development

a****[email protected]

John Montana

Vice President, Project Management and Finance

Greater San Diego Area

Vice President, Project Management and Finance

Executive Director, Project Management

Director of Project Management

Principal

VP, Portfolio Management

Head of Project Management

Executive Director

Project Management

Project Leader

Research Associate

Project Management Institute

University of Washington

Recommendations: 7

Leading Projects

Project Portfolio Management

Strategic Thinking

Fiscal Management

Alliance Development

Corporate Governance

Transition Management

Due Diligence

Ben Justus

Founder & Executive Director

Greater San Diego Area

Founder & Executive Director

Alumni & Development Coordinator

Assistant Property Manager

Summer Associate

Acquisitions & Asset Management Intern

Portfolio Management Intern

Supervisor

Cornell University

University of Virginia

Recommendations: 6

Public Speaking

Fundraising

Leadership

Non-profit Leadership

Social Entrepreneurship

Non-profit Administration

Program Development

Hospitality

b****[email protected]

Duncan C. Engel III

Manager, Corporate Planning & Portfolio Management

Greater San Diego Area

Manager, Corporate Planning & Portfolio Management

Operations & Portfolio Management

Strategy & Planning Lead / Chief of Staff

Reporting Architect / ETL Lead

Business Intelligence Specialist / Reporting Architect

Technical Analyst

Webmaster

California Polytechnic State University-San Luis Obispo

San Pasqual High School

Recommendations: 6

Business Intelligence

SDLC

IT Strategy

Lean Six

Business Analysis

Data Modeling

Vendor Management

Management

Forest MBA

Director, Business Development

Greater San Diego Area

Director, Business Development

Sr. Specialist - Corporate Planning & Portfolio Management

West Coast Business Development Director

Business Plan Development for Diagnostic Startup

Director, Corporate Development / Technical Operations

Director, Business Development

University of California, San Diego - The Rady School of Management

University of Illinois at Urbana-Champaign

Recommendations: 3

Market Research

Product Development

Market Analysis

Financial Modeling

Competitive Intelligence

Biotechnology

Data Analysis

Drug Development

f****[email protected]

Lev Gershman

Managing Partner

Greater San Diego Area

Managing Partner

Asset Manager / Sr. Portfolio Analyst / Associate Director

Underwriter

Senior Analyst

MBA Intern, REIT Portfolio Management

R&D Analyst - Online Products

San Diego State University-California State University

California State University San Marcos

Recommendations: 3

Real Estate

Real Estate Investment

Portfolio Management

Debt

Structured Finance

Underwriting

Team Leadership

Operations Management

l****[email protected]

Lisa Pederson

Sr. Analyst/Project Manager

Greater San Diego Area

Sr. Analyst/Project Manager

Strategic Business Consulting Manager

PMO & Project Manager - Consultant

Consultant - Project and Portfolio Management

Senior Project Managing Consultant

Brown College

Metropolitan State Univ.

PMP Certification Training

Recommendations: 2

Program Management

Project Management

Message Oriented Middleware

Business Strategy

Business Analysis

Databases

SOA

SDLC

s*****@hotmail.com

Josh Lyon

Founder

Greater San Diego Area

Founder

President

Mergers & Aquisitions

Portfolio Management

Executive Assistant

Recommendations: 2

Delegation

Strategic Partnerships

Business Solutions

Team Motivator

Market Research

New Business Development

Business Strategy

Finance

Sanjay Shukla

Consultant, Medical Science

Greater San Diego Area

Consultant, Medical Science

Vice President, Drug Safety & Pharmacovigilance, Data Management & Statistics

Sr. Consultant, Clinical Development & Medical Affairs

Executive Director, Clinical Strategy & Portfolio Management

Director, Clinical Sciences

Director, Investor & Media Relations

Executive Director, Drug Development Operations

Sr. Consultant, Drug Safety

Howard University College of Medicine

University of Maryland Baltimore

University of Maryland College Park

Recommendations: 2

Biotechnology

Pharmaceutical Industry

Lifesciences

Biopharmaceuticals

Clinical Trials

Clinical Research

Pharmacovigilance

Drug Discovery

s****[email protected]

Tracie Hager

Sr. Vice President, Operations

Greater San Diego Area

Sr. Vice President, Operations

Vice President, Property Management

Sr. Director, Portfolio Management

Sr. Director, West Coast Operations

Sr. Director, Property Management

Recommendations: 2

Real Estate Development

Real Estate Transactions

Real Estate Economics

Location Intelligence

Property

Acquisitions

Brokerage

Commercial Real Estate

t****[email protected]

Margo Maeder

Sr. Director, Program & Alliance Management

Greater San Diego Area

Sr. Director, Program & Alliance Management

Sr. Director, Project Management

Director, Project & Portfolio Management

Director, Project Management

The Johns Hopkins University

Cornell University

Recommendations: 1

Austin DeLana

Senior Director, Acquisitions

Greater San Diego Area

Senior Director, Acquisitions

Director of Acquisitions

Acquisitions Manager

Portfolio Management Analyst

Leasing and Dispositions Associate

Research Associate

Associate Vice President, Acquisitions

Intern

Intern to the Mayor of Long Beach

Director, International Investments

University of Southern California

St. John Bosco High School

Recommendations: 0

Microsoft Office

Real Estate

Social Media

Microsoft Excel

Public Speaking

PowerPoint

Real Estate Transactions

Valuation

Greg Klima

Vice President - Real Estate Development Lending

Greater San Diego Area

Vice President - Real Estate Development Lending

Renewable Energy / Real Estate Development Consultant

Portfolio Program Manager - Wind/Solar Power Development & Finance Business Units

Real Estate Development Portfolio Manager

Vice President-Real Estate Development Lending

Principal - Director of Portfolio Management

Vice President / Real Estate Development Lending

University of California, San Diego

Washington State University - College of Business and Economics

Golden West College

Santa Ana College

Recommendations: 0

Development Budgeting

Project Finance

Project Due Diligence

Asset Management

Risk Analysis

Entitlement Review

Real Estate Development

Mergers / Acquisitions

g****[email protected]

Matt Friedenberg

VP Portfolio Strategy and Program Management

Greater San Diego Area

VP Portfolio Strategy and Program Management

Vice President, Engineering

Sr. Director, Product Development - Oncology

Senior Director, Engineering

Vice President, Engineering and Portfolio Management

Stanford University

Rensselaer Polytechnic Institute

Recommendations: 0

Genomics

Diagnostics

R&D

Medical Devices

Sequencing

DNA sequencing

Molecular Diagnostics

Design of Experiments

m*****@gen-probe.com

Matt Johnson, CFA

Chief Investment Officer

Greater San Diego Area

Chief Investment Officer

Investment Manager

Portfolio Management Assistant

The University of South Dakota

Recommendations: 0

Portfolio Management

Investments

Valuation

Asset Allocation

Investment Strategies

Wealth Management

Investment Management

Due Diligence

m*****@sage-cap.com

William Wickline

VP, Director of Portfolio Management - Life Sciences Group

Greater San Diego Area

VP, Director of Portfolio Management - Life Sciences Group

Senior Director, Credit and Portfolio Management

Marketing & Finance Intern

Accounting Associate

University of California, San Diego - The Rady School of Management

University of California, San Diego

Recommendations: 0

Competitive Analysis

Management

Portfolio Management

Budgets

Investments

Accounting

Financial Modeling

Valuation

w****[email protected]

Tan Cao

Loss Mitigation Specialist

Greater San Diego Area

Loss Mitigation Specialist

Portfolio Management Intern

San Diego State University-California State University

Recommendations: 0

Banking

Account Reconciliation

Valuation

Accounts Payable

Cash Flow

Loans

Financial Analysis

Budgets

t****[email protected]

Don Trent

Division Director

Greater San Diego Area

Division Director

Executive Vice President

Senior Vice President

Vice President, Portfolio Management

Portfolio Manager

University of Northern Colorado

Saint John's University

Recommendations: 0

Finance

Valuation

Portfolio Management

Banking

Risk Management

Financial Services

Financial Structuring

Mergers & Acquisitions

Mora de Murguia

Public Finance Manager

Greater San Diego Area

Public Finance Manager

Real Estate Broker Associate

Portfolio Management Assistant

Minot State University

Recommendations: 0

Real Estate

Real Estate Development

Residential Homes

Public Financial Management

Property Tax

Land Development

HOA

Charitable Gift Planning

Anastasia Schmoll

Portfolio Management Specialist

Greater San Diego Area

Portfolio Management Specialist

Broker / Realtor

Housing Referral Assistant/ Real estate Broker

Communications Operator for CHP & State Parks

Diesel Mechanic

San Diego State University-California State University

National University

Recommendations: 0

Real Estate Development

Property Management

Commercial Real Estate

Team Building

Acquisitions

Foreclosures

Investors

Property

c****[email protected]

David ?

Transaction Advisory Services - Complex Securities Analyst

Greater San Diego Area

Transaction Advisory Services - Complex Securities Analyst

Volunteer Data Analyst

Data Science Intern

Treasurer

Chaperone

Portfolio Management Intern

Data Scientist

Assistant Soccer Coach

Advisory Services - IT & Business Process Auditor, Journal Entry Data Analyst

University of California, San Diego

Springboard

California Polytechnic State University-San Luis Obispo

Recommendations: 0

Microsoft Excel

PowerPoint

Public Speaking

Microsoft Word

Leadership

Teamwork

Access

Facebook